OPS
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Orion Portfolio Solutions’s Franklin Premier Income Trust PPT Stock Holding History

Orion Portfolio Solutions’s Portfolio PPT Stock Details PPT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-46,000
Closed -$205K – 504
2020
Q3 		$205K Hold
46,000
– – 0.01% 421
2020
Q2 		$218K Hold
46,000
– – 0.01% 389
2020
Q1 		$209K Buy
+46,000
New +$236K 0.01% 310

Other funds holding PPT

SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
AWMF
Arbor Wealth Management (Florida) Miramar Beach, Florida $456M AUM 24.5% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
HWM
Howard Wealth Management Madison, Connecticut $270M AUM 19.06% 1-Year Est. Return
QCIG
Quad-Cities Investment Group Davenport, Iowa $278M AUM 22.38% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Orion Portfolio Solutions's PPT Position: Q4 2020 in Review

Orion Portfolio Solutions sold out of Franklin Premier Income Trust (PPT) in Q4 2020, closing a stake of 46,000 shares — an estimated $205K sold.

Orion Portfolio Solutions first reported a position in PPT in Q1 2020 and held it in 3 quarters. The position peaked at $218K in Q2 2020. 112 funds tracked by Wall St. Rank hold PPT as of Q4 2020.

  • Orion Portfolio Solutions reported no remaining Franklin Premier Income Trust position as of Q4 2020 after selling out during the quarter.
  • Orion Portfolio Solutions sold 46,000 Franklin Premier Income Trust shares in Q4 2020, an estimated $205K.
  • Orion Portfolio Solutions first reported a position in Franklin Premier Income Trust in Q1 2020 and held it in 3 quarters.
  • Orion Portfolio Solutions's Franklin Premier Income Trust position peaked at $218K in Q2 2020.
  • 112 funds tracked by Wall St. Rank held Franklin Premier Income Trust as of Q4 2020.

Based on Orion Portfolio Solutions's 13F filing for Q4 2020, filed 4 Feb 2021.